Did you know there are rules that govern transparency behind the costs and performance of your investments? In this episode of Smart Money, we uncover the mystery behind CRM2.
Did you know? The abbreviation “CRM2” stands for “Client Relationship Model 2”.
Watch Episode 7 of Smart Money, a Web Series by Nest Wealth
What is CRM2?
There are guidelines that your wealth professional must follow in order to keep fees and performance transparent. Watch the video to learn what CRM2 is and why it’s helping investors across the country!
Have you ever thought to yourself “Self, there has to be a better way for me to invest my money than in mutual funds with investment advisors who are making a percentage of what I invest, regardless of the performance of my portfolio.” If this is you, allow us to introduce you to Randy Cass […]
Every year Rob Carrick at the Globe and Mail puts out his annual report on robo advisors in Canada. It’s a tremendously helpful tool for people who are looking to research the industry and usually opens up the discussion with curious investors. I thought this year it would be helpful for those of you learning about […]
With a shrinking number of Canadian employers providing employer-sponsored pension plans, RRSPs are more important than ever. In order to help you better understand RRSPs and the benefits, here are the ABCs of RRSPs: